Financial planning for the future you envision

Private Wealth Management 

At the Frontier Group we primarily work with individuals and families, business owners and institutional investors. We understand our clients have busy lives and are often dealing with conflicting demands on their time and require the advice and guidance of a team who have experience working with unique and complex financial situations. Our goal is to give you confidence that your financial lives are in good hands and you can spend time on what you value most.

Our comprehensive, financial planning process begins with an in-depth conversation to help us understand your life's priorities and discover what's really important to you. Together we determine an appropriate course of action to ensure your personal and business needs are being met, and we have a plan in place to help you work toward your goals. We look for the most suitable results by accessing the extensive wealth management resources of UBS, and use our personalities and intellect to make you feel comfortable and confident while delivering on your plan.

With more than three decades of experience in the financial services industry, our team holds the following designations; CERTIFIED FINANCIAL PLANNER™ professional, Certified Private Wealth Advisor®, Certified Exit Planning Advisor®, Certified Divorce Financial Analyst®, Accredited Asset Management Specialist and Senior Portfolio Manager. These allow us to provide you with the most current and practical advice available.

The Frontier Group

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Angelo Amitsis Profile Photo

    Angelo Amitsis, CEPA, CRPS

    Senior Vice President–Wealth Management

    Private Wealth Advisor

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    • AZ
    • CA
    • CO
    • CT
    • DE
    • FL
    • MA
    • MD
    • MN
    • NC
    • NJ
    • NY
    • PA
    • RI
    • SC
    • SD
    • TX
    • UT
    • VA
    • WA

    As The Frontier Group's Senior Portfolio Manager, and Certified Exit Planning Advisor® Angelo Amitsis works with business owners, high net worth families, institutions and their corporate executives, advising them on their strategic and tactical business exit and wealth management needs. In his role as lead Portfolio Manager, Angelo builds and maintains the team’s asset allocation models, which are tailored to meet each client’s long-term financial objectives, and are an essential part of the value The Frontier Group provides.

    Prior to joining UBS, Angelo launched his financial advising practice in 1998 at Morgan Stanley, where his focus on fixed income investing strategies showed him the value of providing his clients with a steady stream of income as part of a diversified portfolio. Angelo earned the Certified Exit Planning Advisor through The University of Chicago Booth School of Business.  He maintains the Series 7, 31, 63 and 65 securities licenses and is a life and health insurance agent.

    Angelo received his Bachelor of Science in Finance from Rutgers University and is a strong supporter of his alma mater. He and his wife Josephine have four children: Elisabeth, Alexander, Maximus and Katherine. As a family, they spend their leisure time traveling, participating in sports and fundraising in their Upper Saddle River community. He is a member of the Exit Planning Institute and Upper Montclair Country Club.  In his spare time, Angelo enjoys coaching youth sports and playing golf.

    • Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

    • Rutgers University, B.S. Finance
    • Private Wealth Advisor
    • Certified Exit Planning Advisor
    • Chartered Retirement Plans Specialist℠
    • Senior Portfolio Manager
    Institutional consulting
    Business succession
    Investing
    Retirement Plan consulting
    401(k) plan services
    Business owners
    Entrepreneurs
    Corporate executives
    61 South Paramus Road
    Mack Center IV, 4th Floor
    Paramus, NJ 07652
  • Kevin Reiner Profile Photo

    Kevin Reiner, CFP, CPWA, CEPA, CDFA

    Senior Vice President–Wealth Management

    Private Wealth Advisor

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    • AZ
    • CA
    • CO
    • CT
    • DE
    • FL
    • MA
    • MD
    • MN
    • NC
    • NJ
    • NY
    • PA
    • RI
    • SC
    • SD
    • TX
    • UT
    • VA
    • WA

    Kevin Reiner is the lead financial planner on The Frontier Group, where he oversees financial planning and focuses on the three key pillars of wealth planning: growth, preservation and transfer of assets. An innate problem solver with a disciplined planning process, Kevin works with business owners, high net worth families, institutions and their corporate executives to identify and analyze financial opportunities that both address their short and long-term needs to make their lives simpler.

    Prior to joining UBS in 2012, Kevin spent 12 years at Morgan Stanley as a financial advisor. Kevin’s years of experience and advanced planning background are important examples of The Frontier Group’s commitment to identifying and analyzing the financial challenges clients face. He earned the Certified Private Wealth Advisor® and the Certified Exit Planning Advisor certification through The University of Chicago Booth School of Business. Kevin is also a CERTIFIED FINANCIAL PLANNER™ and has earned the Certified Divorce Financial Analyst® designation. In addition, Kevin maintains the Series 7, 31, 66 securities licenses and is a life and health insurance agent.

    He is a member of the Financial Planning Association, Business Networking International (BNI), Exit Planning Institute, Institute for Divorce Financial Analysts (IDFA™), Hackensack Golf Club and the Indian Trail Club.

    Kevin and his wife, Rachel, live in Wyckoff with their three children: Austin, Mila and Colton. They are proud benefactors of the Mama Mare Breast Cancer Foundation, as well as the Penn State Dance Marathon, an organization that supports pediatric cancer research and patient care. Kevin studied business management at William Paterson University and international business at Macquarie University in Sydney, Australia. He is an avid golfer and loves spending time with his family.

    • Forbes Best-in-State Wealth Advisors, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

    • William Paterson University, Business Management
    • Macquarie University, International Business
    • Private Wealth Advisor
    • CERTIFIED FINANCIAL PLANNER™
    • Certified Exit Planning Advisor
    • Certified Divorce Financial Analyst
    • Wealth Advisor
    Multi-generational families
    Family Offices
    Financial planning
    Estate planning strategies
    Philanthropy
    Legacy planning
    Exit planning
    Retirement planning
    61 South Paramus Road
    Mack Center IV, 4th Floor
    Paramus, NJ 07652
  • Mary Fava - Marsh Profile Photo

    Mary Fava - Marsh, CFP

    Senior Wealth Strategy Associate

    CERTIFIED FINANCIAL PLANNER™

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    • CA
    • FL
    • MA
    • NJ
    • NY
    • TX

    Central to the daily operations of The Frontier Group, Mary uses her extensive experience across all aspects of operations, administration and customer service to ensure that the needs of each client are fulfilled. Her organizational ability, understanding of data, and thoroughness are crucial factors in building client satisfaction. Mary plays a critical role in the financial planning process. She helps clients to clarify their goals, as well as risk concerns in order to implement tactics that help ensure a successful outcome.

    Mary started her financial services career in 1999 at Smith Barney where she was both a Client Service Associate and a member of the management team. She moved to UBS in 2011, where she oversaw operations for a significant financial services business as a Complex Administrative Manager. She joined The Frontier Group in 2014.

    Mary is a Certified Financial Planner™ and maintains the Series 3, 7, 9, 10, 63 and 65 securities licenses in addition to her life and health insurance licenses. She earned a Bachelor of Arts in fine arts from Marist College. Mary enjoys spending quality time with family and friends. She and her husband, David, live in Monroe, NY, and have two sons, Brian and Quinn. As a family, they are avid skiers and snowboarders.

      • Marist College, B.A. Fine Arts
      • CERTIFIED FINANCIAL PLANNER™
      61 South Paramus Road
      Mack Center IV, 4th Floor
      Paramus, NJ 07652
    • Brandon Young Profile Photo

      Brandon Young, AAMS

      Senior Wealth Strategy Associate

      Accredited Asset Management Specialist℠

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      • CA
      • CT
      • FL
      • MA
      • NJ
      • NY
      • TX

      With 13 years of financial services experience, Brandon believes in delivering a level of service that exceeds client expectations. His is an essential role on The Frontier Group team, covering every aspect of operations, administration and customer service.

      Brandon joined UBS in 2016 after spending 11 years at Morgan Stanley. He maintains the Series 7, 31 and 66 securities licenses. His grasp of detail, organizational abilities, and familiarity with data allow him to anticipate client needs and resolve any issues or concerns they may have in regard to their financial planning goals. As an Accredited Asset Management Specialist Brandon also works as the trader on the team, focusing on asset allocation and rebalancing, as well as investment research and identification.

      Brandon earned a Bachelor of Science in finance from Ramapo College. He and his wife, Christina, have a daughter, Madison, and a son, Tyler, and live in North Caldwell. In his spare time, Brandon leads an active life, enjoying golf and basketball with friends and colleagues and spending time with his family.

        • Ramapo College, B.S. Finance
        • Accredited Asset Management Specialist℠
        61 South Paramus Road
        Mack Center IV, 4th Floor
        Paramus, NJ 07652
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        Alexandra Vanegas

        Client Associate

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          Alexandra Vanegas started her Wealth Management career at UBS in 2021 as a Client Service Associate with The Frontier Group. Prior to joining the team and while completing her degree, Alex worked as an Administrative Assistant for Curbside Media where she helped manage the books and records for a Real Estate Investor. Alex is currently studying for her Series 7 and will be obtaining additional licenses throughout her career.  Alex is focused on providing excellent client service, to resolve every day client needs and provide effective and efficient team support.

          Alex is a recent graduate from Seton Hall University with a Bachelor of Arts in Journalism. She resides in Middlesex County with her family, who she enjoys spending time with. Outside of work, Alex loves to read, watch movies, and has a passionate interest in Marvel Comics and its Cinematic Universe.  She also has a French Bulldog, Logan, who happens to be named after Wolverine.

            • Seton Hall University, B.A. Journalism
              61 South Paramus Road
              Mack Center IV, 4th Floor
              Paramus, NJ 07652

            Individuals and Families

            Business Owners

            Institutional investors

            Customized Investing & Life Transitions

            Business Succession & After the Sale

            Portfolio management, Investment Banking, & Retirement Plan Consulting

            Financial Planning

            We understand and appreciate you've worked hard for everything you have and working with the right financial advisor is important. When clients work with us we take the time, through in-depth conversations, while following our wealth management process to gather insights about your unique personal and financial situation so that we can build an individually tailored financial plan to meet your objectives.

            Financial Planning is an extremely valuable service that many business owners take on themselves without the expertise to tackle the various aspects of their life. While planning for your business is paramount, we spend time integrating your personal and business financial goals to ensure that both components are aligned.

            Backed by the strength of UBS

            A global leader in wealth management

            $2.8 trillion

            In invested assets globally 
            As of 06/30/2022

            Global leader

            UBS is a world-leading wealth manager

            #1

            Serving Business Owners

            Euromoney Private Banking and Wealth Management Survey, 2020

            Insights